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Portfolio (Quarterly) Guide ↗

Barnes Dennig Private Wealth Management LLC

· CIK 0002058270
13F Portfolio $125M AUM 365 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 365 New
Page 8 of 19  ·  365 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 UNH UNITEDHEALTH GROUP INC Healthcare 165.0 $69K 0.06% NEW $415.63 -5.0%
142 XLP SELECT SECTOR SPDR TR 814.0 $68K 0.05% NEW $83.07 +2.4%
143 ADI ANALOG DEVICES INC Technology 167.0 $66K 0.05% NEW $397.17 -5.7%
144 PSLV SPROTT PHYSICAL SILVER TR Financial Services 3,510.0 $66K 0.05% NEW $18.87 +21.4%
145 XOM EXXON MOBIL CORP Energy 482.0 $66K 0.05% NEW $136.72 +14.4%
146 KO COCA COLA CO Consumer Defensive 800.0 $65K 0.05% NEW $81.27 +9.6%
147 XBI SPDR SER TR 405.0 $64K 0.05% NEW $158.25 +6.3%
148 ASML ASML HOLDING N V Technology 32.0 $64K 0.05% NEW $1989.44 -12.8%
149 XLE SELECT SECTOR SPDR TR 1,161.0 $62K 0.05% NEW $53.11 +17.3%
150 KR KROGER CO Consumer Defensive 1,091.0 $61K 0.05% NEW $55.53 +2.5%
151 IMCV ISHARES TR 656.0 $60K 0.05% NEW $91.41 +7.1%
152 FNDE SCHWAB STRATEGIC TR 1,437.0 $57K 0.05% NEW $39.67 +6.1%
153 VUG VANGUARD INDEX FDS 588.0 $51K 0.04% NEW $86.14 +3.2%
154 MAGS LISTED FD TR 764.0 $49K 0.04% NEW $64.30 +6.6%
155 LOW LOWES COS INC Consumer Cyclical 220.0 $49K 0.04% NEW $220.49 -6.2%
156 CSX CSX CORP Industrials 1,020.0 $48K 0.04% NEW $47.53 +8.4%
157 VTI VANGUARD INDEX FDS 131.0 $48K 0.04% NEW $370.04 +2.9%
158 AVUV AMERICAN CENTY ETF TR 381.0 $48K 0.04% NEW $124.79 +1.0%
159 VFH VANGUARD WORLD FD 350.0 $46K 0.04% NEW $131.60 +7.6%
160 ALL ALLSTATE CORP Financial Services 189.0 $45K 0.04% NEW $237.94 +8.3%
Page 8 of 19  ·  365 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.8%
Financial Services 16.7%
Healthcare 13.5%
Industrials 10.3%
Consumer Cyclical 8.6%
Communication Services 8.0%
Consumer Defensive 4.4%
Basic Materials 1.3%
Energy 0.9%
Real Estate 0.3%